RFG Advisory’s Pultegroup PHM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$487K Sell
3,550
-7,068
-67% -$858K 0.01% 789
2026
Q1
$1.25M Sell
10,618
-142
-1% -$18.2K 0.02% 484
2025
Q4
$1.26M Sell
10,760
-24
-0.2% -$2.94K 0.02% 459
2025
Q3
$1.42M Sell
10,784
-14,986
-58% -$1.86M 0.03% 400
2025
Q2
$2.72M Buy
25,770
+1,727
+7% +$174K 0.06% 236
2025
Q1
$2.47M Buy
24,043
+21,890
+1,017% +$2.36M 0.07% 229
2024
Q4
$234K Buy
2,153
+677
+46% +$87.9K 0.01% 713
2024
Q3
$212K Sell
1,476
-1,291
-47% -$164K 0.01% 699
2024
Q2
$305K Sell
2,767
-111
-4% -$12.6K 0.01% 596
2024
Q1
$347K Sell
2,878
-93
-3% -$9.98K 0.01% 576
2023
Q4
$307K Sell
2,971
-446
-13% -$37.9K 0.01% 548
2023
Q3
$253K Sell
3,417
-832
-20% -$66.3K 0.01% 548
2023
Q2
$330K Buy
+4,249
New +$288K 0.01% 500
2022
Q4
Sell
-5,615
Closed -$219K 655
2022
Q3
$219K Sell
5,615
-3,200
-36% -$135K 0.01% 563
2022
Q2
$374K Buy
+8,815
New +$371K 0.02% 412

Other funds holding PHM

RFG Advisory's PHM Position: Q2 2026 in Review

RFG Advisory reduced its Pultegroup (PHM) stake by 67% in Q2 2026, selling an estimated $858K and leaving 3,550 shares worth $487K. The position accounts for 0.01% of the portfolio, ranked #789.

RFG Advisory first reported a position in PHM in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.72M in Q2 2025. 1,039 funds tracked by Wall St. Rank hold PHM as of Q2 2026.

  • RFG Advisory held 3,550 shares of Pultegroup worth $487K as of Q2 2026.
  • RFG Advisory sold 7,068 Pultegroup shares in Q2 2026, an estimated $858K.
  • Pultegroup made up 0.01% of RFG Advisory's portfolio in Q2 2026, its #789 holding.
  • RFG Advisory first reported a position in Pultegroup in Q2 2022 and has held it in 15 quarters since.
  • RFG Advisory's Pultegroup position peaked at $2.72M in Q2 2025.
  • 1,039 funds tracked by Wall St. Rank held Pultegroup as of Q2 2026.

Based on RFG Advisory's 13F filing for Q2 2026, filed 15 Jul 2026.